Anic Equity¶
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Total return since start: 0.558 %¶
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Equity now: -----------------------------> 47602.98 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46207.87 Kr¶
PnL: ---------------------------------------> -680.7 Kr¶
DD now: ---------------------------------> -2.112 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-19 09:01:16.594093'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 0.000000 | 2810.500000 | 174.500000 | 6.620000 | 2636.000010 |
| Beijer Electronics Group | 26 | -1.980000 | 3083.600000 | 112.600000 | 3.790000 | 2971.000006 |
| FM Mattsson Mora Group B | 50 | 0.000000 | 3005.000000 | 78.000000 | 2.660000 | 2927.000000 |
| Corem Property Group B | 59 | -0.460000 | 634.840000 | 57.840000 | 10.020000 | 576.999999 |
| Boozt | 12 | -1.320000 | 1700.400000 | 46.400000 | 2.810000 | 1653.999996 |
| Samhällsbyggnadsbo. i Norden B | 20 | -5.570000 | 400.000000 | 45.000000 | 12.680000 | 355.000000 |
| OEM International B | 7 | -0.250000 | 560.000000 | 32.000000 | 6.060000 | 527.999997 |
| HMS Networks | 2 | -1.240000 | 702.400000 | 29.400000 | 4.370000 | 673.000000 |
| Norva24 Group | 16 | 0.000000 | 572.160000 | 29.160000 | 5.370000 | 543.000000 |
| MedCap | 2 | -0.220000 | 445.000000 | 24.000000 | 5.700000 | 421.000000 |
| Intrum | 4 | -0.980000 | 547.400000 | 20.400000 | 3.870000 | 527.000000 |
| Coor Service Management Hold. | 8 | -0.290000 | 550.000000 | 18.000000 | 3.380000 | 532.000000 |
| Eastnine | 4 | -0.310000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| AcadeMedia | 12 | -0.460000 | 566.400000 | 9.400000 | 1.690000 | 557.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 569.100000 | 7.100000 | 1.260000 | 562.000005 |
| Samhällsbyggnadsbo. i Norden D | 12 | -2.990000 | 249.120000 | 3.120000 | 1.270000 | 246.000000 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Securitas B | 6 | -0.540000 | 571.200000 | 1.200000 | 0.210000 | 570.000000 |
| Resurs Holding | 22 | -0.800000 | 574.640000 | 0.640000 | 0.110000 | 573.999998 |
| SAAB B | 8 | -0.710000 | 3377.600000 | 0.600000 | 0.020000 | 3377.000000 |
| Swedbank A | 3 | -0.660000 | 563.400000 | -0.600000 | -0.110000 | 564.000000 |
| CTEK | 13 | -0.170000 | 532.740000 | -1.260000 | -0.240000 | 533.999999 |
| Essity B | 2 | 0.280000 | 571.800000 | -2.200000 | -0.380000 | 574.000000 |
| Essity A | 4 | 0.000000 | 1144.000000 | -5.000000 | -0.440000 | 1149.000000 |
| Karnov Group | 9 | 0.000000 | 528.300000 | -7.700000 | -1.440000 | 536.000004 |
| Handelsbanken A | 5 | -0.510000 | 538.250000 | -7.750000 | -1.420000 | 546.000000 |
| Midsona B | 63 | -0.770000 | 570.150000 | -12.850000 | -2.200000 | 582.999984 |
| Nordea Bank Abp | 29 | -0.130000 | 3434.760000 | -19.240000 | -0.560000 | 3453.999992 |
| Vivesto | 1368 | 0.000000 | 569.910000 | -43.090000 | -7.030000 | 612.999432 |
| International Petroleum Corp. | 5 | -2.850000 | 544.500000 | -50.070000 | -8.420000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.000000 | 3738.000000 | -112.000000 | -2.910000 | 3850.000000 |
| Axfood | 13 | -0.180000 | 3621.800000 | -134.200000 | -3.570000 | 3756.000001 |
| OX2 | 18 | -1.000000 | 1512.000000 | -152.000000 | -9.130000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.000000 | 3447.500000 | -363.500000 | -9.540000 | 3810.999990 |
| Ovzon | 52 | -3.310000 | 2886.000000 | -476.000000 | -14.160000 | 3361.999992 |
| TOTAL | 46207.870000 | -680.700000 | -2.11168% | 46888.564618 |
Updated:¶
'2023-01-19 09:01:29.437933'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
